[Hiring] Regional Relationship Director @MarshBerry

Role Description

MarshBerry is seeking a Regional Relationship Director to join our team. This role is responsible for member engagement and driving growth and profitability in an assigned territory through strategic sales initiatives.

This is a remote-based position. The ideal candidate will be located in either Maryland (preferably Baltimore area), Delaware, or southeastern Pennsylvania.

As the primary relationship manager, the Regional Relationship Director will:

• Proactively develop, cultivate, and maintain strong relationships with existing members to maximize retention and profitable growth.
• Serve as a trusted advisor and advocate for members by connecting them with relevant resources and solutions.
• Increase membership, revenue, and aggregated premium volume within the assigned territory.
• Own and develop carrier relationships in the region.
• Collaborate with carrier representatives to build new relationships and strengthen partnerships.
• Plan and host regional member meetings annually.
• Build and maintain a consistent opportunity pipeline of prospective members through prospecting, networking, referrals, and market intelligence.
• Collaborate with the Business Development Director and Regional Vice President to initiate new prospective members.
• Utilize Salesforce to plan, log calls, meetings, and execute sales strategies.
• Assist member agents with technology, marketing, and educational opportunities.
• Provide a monthly newsletter/region update to members.
• Lead the strategic planning process for member agents in the assigned territory.
• Participate in a team-selling environment with colleagues.
• Attend conferences, association meetings, and industry events to build brand awareness and develop relationships.
• Report sales data & activities weekly to the Regional Vice President during 1:1’s.
• Participate in the new member onboarding process.
• Uncover strategic partnership opportunities with vendor resources.
• Stay abreast of industry trends and changes.
• Support MarshBerry and individual branding with an active LinkedIn presence.
• Complete other special projects, tasks, or duties as assigned by Management.

Qualifications

• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales, or another related field. MBA or master’s preferred.
• Insurance designations or licenses are a plus such as P&C license, CIC, CPCU.
• 7-10+ years of sales experience, with a minimum of 5 years within the insurance industry.
• Proficient with technology including CRM, PowerBI, Word, Excel, PowerPoint. Salesforce experience is a plus.
• Demonstrated success growing a geographic territory through consultative sales and relationship management.
• Strong relationships with agency owners within the territory.
• Experience working with associations and carrier partners with in-depth knowledge of insurance carrier reporting.
• Self-motivated with excellent organization and time management skills.
• Strong networking, negotiation, presentation, & communication skills.
• Experience presenting and writing content to be published is a plus.
• Ability to travel 30-40% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

Requirements

• Maintains confidentiality at all times with proprietary information.
• Positive and professional, able to maintain good working relations with coworkers.
• Able to complete projects and responsibilities accurately according to required timelines.
• Innovative self-starter with the ability to prioritize and make appropriate decisions.
• Acts in a confident manner to facilitate completion of work assignments.
• Follows instructions, responds to management directions, and solicits feedback.
• Displays strong moral and ethical fortitude, adhering to the values and policies of MarshBerry.

Benefits

• Competitive benefits.
• Hybrid work schedules.
• Opportunities for growth and learning experiences.

Company Description

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, we empower firms in insurance brokerage & distribution, wealth advisory & retirement planning, and accounting & tax practices to achieve long-term growth.

Core offerings include:

• Investment Banking services such as Merger & Acquisition Advisory and Capital Raising.
• Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning.
• Organic Growth Consulting, Executive Peer Exchange, Agency Network, and Market Intelligence & Performance Benchmarking.

For more information, visit www.MarshBerry.com .